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Golub Capital BDC
GBDC

Overview Fund Activity

320 hedge funds and large institutions have $1.58B invested in Golub Capital BDC in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 124 increasing their positions, 78 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+39
Holders Change %
+13.88%
% of All Funds
4.26%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
67
Increased
124
Reduced
78
Closed
22
Calls
$1.41M
Puts
$2.23M
Net Calls
-$813K
Net Calls Change
-$3.4M

Top Buyers

1
MCM
MAI Capital Management
Ohio
$20.4M
2
Millennium Management
Millennium Management
New York
$28.9M
3
AIM
Allen Investment Management
New York
$56M
4
Bank of America
Bank of America
North Carolina
$33.6M
5
AI
Atria Investments
North Carolina
$14.9M

Top Sellers

1
OAC
OMERS Administration Corp
Ontario, Canada
$33.9M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
$13.8M
3
Two Sigma Investments
Two Sigma Investments
New York
$11M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$6.58M
5
Corient Private Wealth
Corient Private Wealth
Florida
$73.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baillie Gifford & Co
51
Baillie Gifford & Co
United Kingdom
$6.35M +$2.54M +167,219 +66%
OFS
52
OneAscent Financial Services
Alabama
$6.08M +$6.08M +400,729 New
HF
53
HRT Financial
New York
$5.9M +$3.63M +239,687 +160%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$5.65M +$558K +36,776 +11%
HCM
55
Hilton Capital Management
New York
$5.58M +$5.58M +368,365 New
LPL Financial
56
LPL Financial
California
$5.54M +$1.02M +67,106 +22%
First Trust Advisors
57
First Trust Advisors
Illinois
$5.43M +$2.99M +197,018 +122%
TP
58
Tranquility Partners
Tennessee
$5.28M -$129K -8,343 -2%
CIM
59
Confluence Investment Management
Missouri
$5.27M +$28.4K +1,875 +0.5%
BIP
60
Blueprint Investment Partners
North Carolina
$5.26M +$5.26M +347,049 New
Citigroup
61
Citigroup
New York
$5.24M +$47.8K +3,151 +0.9%
MHS
62
M Holdings Securities
Oregon
$5.12M +$4.93K +325 +0.1%
ACM
63
Advisors Capital Management
New Jersey
$5.03M -$54.7K -3,606 -1%
Pathstone Holdings
64
Pathstone Holdings
New Jersey
$4.73M +$642K +42,364 +16%
Brown Advisory
65
Brown Advisory
Maryland
$4.72M -$136K -8,950 -3%
PC
66
Prairiewood Capital
North Dakota
$4.71M -$105K -6,929 -2%
CCM
67
Condor Capital Management
New Jersey
$4.66M +$115K +7,605 +3%
MFG
68
Merit Financial Group
Georgia
$4.48M – – –
Raymond James Financial
69
Raymond James Financial
Florida
$4.47M +$4.47M +294,838 New
AIM
70
Anchor Investment Management
South Carolina
$4.16M – – –
P
71
&Partners
Tennessee
$4.05M +$3.81M +249,034 +1,626%
FNT
72
First National Trust
Pennsylvania
$4M – – –
DADC
73
D.A. Davidson & Co
Montana
$3.97M +$161K +10,646 +4%
HWM
74
HB Wealth Management
Georgia
$3.85M +$269K +17,764 +8%
Universal-Beteiligungs- und Servicegesellschaft
75
Universal-Beteiligungs- und Servicegesellschaft
Germany
$3.83M +$3.83M +252,800 New
1 2
3
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